I’ve had a busy yet productive day with my ongoing house renovation. Digging out and replacing wet and dry rot. Then I looked on here and tried to read all the posts but lost interest in the irrelevance of them all.
Yes but also depends what you want to do with the tech. If it’s purely for QLED QD’s then Samsung seem to have a reasonable grasp on the tech without anyone’s help. If they can see the larger potential they can still buy the company but leave it ‘as is’. The reality is any company take over rarely keeps its identity and after the handcuffs are released as GigaNigawatt says, the people will go.
“Millions of pounds” if true means at least half going to Nanoco which if it also includes a forward licence agreement, or more likely and better still that’s extra for the duration the tech is used in the patent period than that alone justifies a share price of 100p+ in my humble opinion and let’s be frank, I’m rarely wrong ;-)
BC - that made me laugh......but then again what else has the market to go on? The settlement could be for sweeties or billions and until we know then the market is right ;-)
"Nanoco has agreed a term sheet for a no-fault settlement with Korean electronics firm Samsung" "Nanoco had claimed that Samsung infringed on its unique synthesis and resin capabilities for quantum dots." "Quantum dot technology is used on Samsung QLED televisions" "The two firms now have 30 days to agree the terms of a binding agreement"
The news above is without context. It makes no reference to: -'market size' -'potential settlement figures' -'forward licence agreements' -nor any recognition of the further potential for Nanoco's technology.
How this news is distributed will influence the momentum of this share price as currently these unknown points are known only to this small community and others like it. I hope the news really hits home then 70p will be a distant memory and it's starting to get some wider coverage. Hopefully we get more color [sic] on the deal in the coming days through perhaps Edison.
RE: Samsung bring in Gregory S. Arovas5 Jan 2023 16:01
Or they’re taking it very seriously and always planned to announce this chap in at a late stage but didn’t want to show how serious they are? Who knows, perhaps he’s been involved in the sidelines from the outset.
RE: This board's been busy! Is it time?5 Jan 2023 08:38
I think it more likely that if a settlement happens, it will happen during the trial once both sides have made their case.
Samsung will try and leverage (to their best ability) any perceived weakness in Nanoco's case whilst N will be doing the same to S. Once the arguments are in clear view it's more likely then that a settlement could be tabled than at any time before in my opinion. But then I'm not a corporate lawyer so what do I know....
As for Samsung not having a leg to stand on.....that's clearly not what they think.
RE: This board's been busy! Is it time?4 Jan 2023 23:18
Interesting Sammy but unsurprisingly you ignore a ‘win ´ and instead fixate on a settlement. It’ll be ironic if you’re right. For info I have no intention of selling my not unsubstantial holding - I’m riding it.
RE: This board's been busy! Is it time?4 Jan 2023 22:18
What’s the highest risk policy? I. Sell now II. Hold III. Buy after the verdict [assuming] once the case is won but in the knowledge an appeal will be lodged?